brief description of disk
On Tuesday, in early trading, A-Shares opened high and went low. The Shanghai index tested 3600 points of support, and the Shenzhen market performed slightly better. On the disk, energy metals, computer equipment, instruments and meters, software development, batteries, Internet services, chemical fertilizers, communications and other industries led the rise, while electricity, coal, gas and traditional Chinese medicine led the decline, while utilities, real estate, commercial department stores and other sectors led the decline. In terms of subject stocks, digital currency, blade battery, lithium extraction from Salt Lake, industry 4.0, mobile payment, locust control, glyphosate and electronic license plate led the rise, while pumped storage, green power, Alzheimer’s disease, hair medicine, traditional Chinese medicine concept and natural gas led the decline.
message plane
Ministry of Finance: make preparations for the pilot of real estate tax
The relevant persons in charge of the Ministry of Finance and the State Administration of Taxation publicly said that they would draft the pilot measures for real estate tax (Draft) in accordance with the authorization of the Standing Committee of the National People’s Congress, and make preparations for the pilot according to procedures.
central bank: steadily and orderly promote the pilot research and development of digital RMB in 2022
The working conference of the people’s Bank of China in 2022 was held by video on the morning of December 27. The meeting requested to comprehensively improve the level of financial services and management in 2022. Comprehensively promote the construction of financial laws and regulations system. Complete the preparation of the financial development plan for the 14th five year plan with high quality. We will continue to promote the pilot work of regional financial reform. We will continue to strengthen comprehensive statistical monitoring and analysis of the financial industry. We will continue to crack down on cross-border gambling, telecommunications network fraud and illegal payment activities. Strengthen the application and management of financial science and technology. We will steadily and orderly promote the pilot research and development of digital RMB.
Economic Daily: promote the development of roof photovoltaic and avoid dahulong
With the promotion of carbon peak and carbon neutralization, the investment in photovoltaic industry is heating up, and some enterprises have signed cooperation agreements with many counties and cities to promote the development of roof photovoltaic in the whole county. However, due to the strong exploratory nature of this work, some places and enterprises do not have a good understanding of relevant policies and lack of overall planning, and some counties and cities have suspended or even suspended the project filing and grid access approval of roof photovoltaic power generation.
Jufeng view
Medium term strategy:
Jufeng investment adviser believes that the space for monetary easing in China has been opened and liquidity will gradually become loose. The central bank released 1.2 trillion yuan of long-term funds, which generally formed a positive stimulus to the market. For stock assets, a new round of global bull market is still early, and structural growth opportunities are still the main tone. In November, the PMI index turned upward as scheduled, and the cross year market will gradually unfold.
Short term mood:
Pre market judgment: the overnight external market resumed general rise after Christmas, energy and chip stocks rose sharply, and A-Shares are expected to be positively stimulated. However, in view of the obvious contraction of A-Shares on Monday, we can not be too optimistic. We maintain the judgment that the market will be better after new year’s day.
In fact: in early trading, A-Shares opened high and went low, and most of the strong plates retreated rapidly yesterday. Coal, electric power, traditional Chinese medicine and gas fell deeply, while lithium batteries, which fell deeply yesterday, rebounded. The market is still a structural market and a plate rotation. The Chinese medicine sector cooled down, Wanbangde Pharmaceutical Holding Group Co.Ltd(002082) fell by more than 7%, followed by Jianmin Pharmaceutical Group Co.Ltd(600976) , Ji Yao Holding Group Co.Ltd(300108) , Guiyang Xintian Pharmaceutical Co.Ltd(002873) . The hydrogen fuel cell sector weakened, Lanzhou Greatwall Electrical Co.Ltd(600192) fell nearly 9%, and Houpu Clean Energy Co.Ltd(300471) , Shanghai Nar Industrial Co.Ltd(002825) , Anhui Quanchai Engine Co.Ltd(600218) , Shanxi Meijin Energy Co.Ltd(000723) , Shenzhen Center Power Tech.Co.Ltd(002733) fell more than 4%.
Investment suggestions:
Recently, the market sector rotates very fast. After a sharp rise, we should evacuate in time and switch to the next potential opportunity point. Since mid November, hot sectors such as hydrogen energy, auto parts, UHV, energy storage, metauniverse, lithium battery and real estate have emerged one after another, and the theme of state-owned assets reform has gradually become a new main line. In terms of operation, it is recommended to focus on small cap state-owned stocks with valuation advantages in the short term, and focus on technology stocks such as intelligent driving and chips with large growth space in the middle line.
(Jufeng Finance)
